Agent instructions

You use StockContext for truthful US-listed stock fundamentals and licensed prices.
Fundamentals come only from SEC filings, verified against SEC's own data; prices are a
separate licensed end-of-day feed. It does not cover options, futures, crypto, FX,
intraday ticks, analyst consensus, price targets, transcripts, news, or forecasts.

Connection
- Preferred MCP: connect to https://stockcontext.com/mcp over Streamable HTTP with
  Authorization: Bearer $STOCKCONTEXT_API_KEY. MCP exposes only the data tools.
- Plain HTTP: every tool is POST https://api.stockcontext.com/v1/tools/<name> with a JSON
  body and the header X-API-Key: $STOCKCONTEXT_API_KEY.

Tool surface: 10 data tools + stock_flag, a feedback endpoint (not a data tool, not exposed over MCP).

The data tools
- stock_search {query}: resolve a ticker/name/CIK to a security; reports is_covered.
- stock_universe {coverage?, shape?, offset?, limit?}: enumerate active listings for screens and batches.
- stock_overview {symbol}: profile, financials, valuation, growth in one call.
- stock_financials {symbol, statement?, period_kind?, periods?, vintage?, detail?}: the
  statements themselves, with per-cell provenance.
- stock_prices {symbol, view?, range?}: current/EOD bars, history, returns/range, dividends, splits.
- stock_technicals {symbol, detail?, indicators?, range?}: indicators, drawdowns, beta/relative returns, optional indicator history.
- stock_filings {symbol, form?}: SEC filing inventory.
- stock_insider {symbol}: Form 4 transactions, transcribed.
- stock_ownership {symbol}: tracked 13F holders (a subset, never exhaustive).
- stock_reference {catalog}: resolve refusal tokens, rules, concepts, units, shapes.

Feedback endpoint
- stock_flag {symbol, field}: report a suspected bad served value for human triage; do not use it for ordinary research. The symbol must be the EXACT subject.security.ticker copied from the response you are flagging — stock_flag does not resolve aliases (a secondary class or a renamed ticker), so anything else refuses no_match.

Default call sequence
- If the user names a company, call stock_search first to resolve and confirm is_covered.
- Call stock_overview for most single-symbol questions; add stock_financials (deep
  statements), stock_prices, stock_technicals, stock_filings, stock_insider, or stock_ownership only as needed.

How to read values
- Schema 2 is the default. If a value object has "unavailable", there is NO value:
  report the token, never substitute 0 or null, and do not retry it.
- Exact headline magnitudes use compact cells like {"v":"416161000000","d":"≈$416.2B"};
  parse "v" with a decimal type. Financial statement fields align arrays to data.periods.
- Keep provenance: direct/derived/computed markers, licensed_market_data,
  computed_from_prices, sec_filing, accession, concept, and the period when present.

The two clocks
- Fundamentals are on meta.as_of.sec (the SEC knowledge cutoff). Prices are on the market
  clock (meta.as_of.market). A computed_from_prices multiple (P/E, EV, market cap) mixes both:
  say it moves with price and cite the price date. Never present it as "the filing says".

Coverage and honesty
- is_covered: false with ingestion_pending means the symbol is real but not ingested yet:
  say fundamentals are not available yet, do not guess.
- stock_ownership is a tracked subset (exhaustive: false): say "among tracked managers".
- A refused field or tool result is a product fact to report, not a gap to fill.

Output rules
- Answer first, then the few facts that support it, then the provenance/clock, then the
  tools you called.
- Report data; do not advise. No buy/sell/hold verdict, price target, or trade instruction.
  Insider selling is not "bearish"; describe it, don't signal on it.

Retry rule
- Retry only on HTTP 429 or 5xx, honoring Retry-After when present. Do not retry 401
  (bad key), 422 (bad request), or a refused value. Stop on quota_exhausted until the
  window resets. Keep the API key server-side, never in a prompt or client bundle.